CYPRESS POINT INVESTMENT MANAGEMENT LP — 13F Holdings & Portfolio
CIK 2058475 · latest 13F-HR filed 2026-08-13
CYPRESS POINT INVESTMENT MANAGEMENT LP manages $551.7M in 13F-reported U.S. long-equity assets across 33 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BAND (8.90%), SRAD (5.41%), QTWO (4.79%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 4, added to 19, and trimmed 6.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE B375
MILL VALLEY, CA 94941
$551.7M
Long-equity book
33
Distinct positions
2026-06-30
Filed 2026-08-13
+5 / −4 / ↑19 / ↓6
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- BANDWIDTH INC$20.9M +74.0%
- UNITY SOFTWARE INC$18.1M +1087.6%
- SNOWFLAKE INC$14.3M +152.2%
- DRAFTKINGS INC NEW$12.4M +189.5%
- GENIUS SPORTS LIMITED$7.6M +43.6%
Top Trims
- PROCORE TECHNOLOGIES INC-$6.8M -24.7%
- DATADOG INC-$4.9M -35.6%
- JFROG LTD-$4.4M -20.4%
- SERVICETITAN INC-$4.4M -17.1%
- PLANET LABS PBC-$1.6M -13.5%
New Positions
- COURSERA INC$25.7M
- ALKAMI TECHNOLOGY INC$17.0M
- COMMVAULT SYS INC$8.6M
- AUTODESK INC$7.9M
- VEEVA SYS INC$6.8M
Exited Positions
- UDEMY INC$21.2M
- GUIDEWIRE SOFTWARE INC$7.3M
- WORKIVA INC$6.1M
- AIRBNB INC$1.6M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BANDWIDTH INC | BAND | 05988J103 | $49.1M | 8.90% | 775,581 | SH |
| 2 | SPORTRADAR GROUP AG | SRAD | H8088L103 | $29.9M | 5.41% | 1,994,698 | SH |
| 3 | Q2 HLDGS INC | QTWO | 74736L109 | $26.4M | 4.79% | 548,929 | SH |
| 4 | COURSERA INC | COUR | 22266M104 | $25.7M | 4.65% | 4,551,747 | SH |
| 5 | GENIUS SPORTS LIMITED | GENI | G3934V109 | $25.2M | 4.56% | 4,151,812 | SH |
| 6 | FRESHWORKS INC | FRSH | 358054104 | $25.1M | 4.55% | 2,481,388 | SH |
| 7 | BLEND LABS INC | BLND | 09352U108 | $24.4M | 4.43% | 14,297,425 | SH |
| 8 | SNOWFLAKE INC | SNOW | 833445109 | $23.7M | 4.30% | 93,160 | SH |
| 9 | SENTINELONE INC | S | 81730H109 | $21.5M | 3.90% | 1,266,790 | SH |
| 10 | PAYMENTUS HOLDINGS INC | PAY | 70439P108 | $21.3M | 3.86% | 881,115 | SH |
| 11 | SERVICETITAN INC | TTAN | 81764X103 | $21.2M | 3.85% | 300,394 | SH |
| 12 | PROCORE TECHNOLOGIES INC | PCOR | 74275K108 | $20.8M | 3.78% | 513,203 | SH |
| 13 | UNITY SOFTWARE INC | U | 91332U101 | $19.7M | 3.57% | 690,070 | SH |
| 14 | DRAFTKINGS INC NEW | DKNG | 26142V105 | $18.9M | 3.43% | 748,649 | SH |
| 15 | JFROG LTD | FROG | M6191J100 | $17.3M | 3.14% | 190,770 | SH |
| 16 | ALKAMI TECHNOLOGY INC | ALKT | 01644J108 | $17.0M | 3.08% | 936,985 | SH |
| 17 | ELASTIC N V | ESTC | N14506104 | $15.6M | 2.83% | 274,030 | SH |
| 18 | COMPASS INC | COMP | 20464U100 | $13.2M | 2.39% | 1,070,527 | SH |
| 19 | AKAMAI TECHNOLOGIES INC | AKAM | 00971T101 | $13.2M | 2.39% | 111,332 | SH |
| 20 | DYNATRACE INC | DT | 268150109 | $12.7M | 2.30% | 289,001 | SH |
| 21 | SAILPOINT INC | SAIL | 78781J109 | $12.6M | 2.29% | 861,578 | SH |
| 22 | VERTEX INC | VERX | 92538J106 | $10.9M | 1.98% | 952,212 | SH |
| 23 | PLANET LABS PBC | PL | 72703X106 | $10.4M | 1.88% | 313,568 | SH |
| 24 | WAYFAIR INC | W | 94419L101 | $10.1M | 1.82% | 108,812 | SH |
| 25 | DATADOG INC | DDOG | 23804L103 | $8.8M | 1.59% | 33,688 | SH |
| 26 | MONGODB INC | MDB | 60937P106 | $8.7M | 1.57% | 25,863 | SH |
| 27 | SOFI TECHNOLOGIES INC | SOFI | 83406F102 | $8.7M | 1.57% | 483,640 | SH |
| 28 | COMMVAULT SYS INC | CVLT | 204166102 | $8.6M | 1.56% | 60,851 | SH |
| 29 | NCINO INC | NCNO | 63947X101 | $8.0M | 1.46% | 492,329 | SH |
| 30 | AUTODESK INC | ADSK | 052769106 | $7.9M | 1.43% | 40,517 | SH |
| 31 | VEEVA SYS INC | VEEV | 922475108 | $6.8M | 1.23% | 38,236 | SH |
| 32 | CLOUDFLARE INC | NET | 18915M107 | $6.5M | 1.17% | 26,422 | SH |
| 33 | NEBIUS GROUP N.V. | NBIS | N97284108 | $1.8M | 0.33% | 6,640 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $551.7M | 33 | 0001104659-26-096019 |
| 2026-03-31 | 2026-05-15 | $424.5M | 32 | 0001104659-26-062346 |
| 2025-12-31 | 2026-02-17 | $465.0M | 31 | 0001104659-26-016133 |